Configure playbook activity card editable after completion

[AndrewsKuma]

Hi Everyone, 

When incorrect data is captured in a playbook activity card and the card is marked as completed to proceed to the next card, the completed activity card becomes read-only, preventing users from making any changes.

Is this the out-of-the-box behavior of ServiceNow, or is it possible to make the activity card editable even after completion?. I Want to make those card editable how to do could you help me on this.

[Maik Skoddow]

Hi @AndrewsKuma 

The behavior you're describing is indeed the out-of-the-box behavior of ServiceNow playbooks. Once an activity card is marked as completed, it becomes read-only by default. However, there are several approaches to make completed activity cards editable again.

Understanding the Default Behavior

When a playbook activity is marked as complete, ServiceNow locks the card to prevent accidental modifications and maintain process integrity. This is standard workflow behavior designed to ensure data consistency and audit trails throughout the playbook execution.

Solutions to Make Completed Cards Editable

Playbook Action Assignments

The most direct solution involves configuring proper action assignments in your playbook experience. You need to include the "Update" action assignment in your UI Layout configuration. Without this assignment, the fields on your playbook cards will remain read-only even during active states.

To implement this navigate to your Playbook Experience configuration and ensure the UI Layout includes the "Update" playbook action assignment.

Custom Playbook Experience Configuration

Create a custom playbook experience configuration record to override the default behavior:

1. Clone the Global Experience: Start by cloning the global playbook experience configuration record

2. Modify Default Behavior: Customize the configuration to allow editing of completed activities

3. Activity Overrides: Use activity overrides to define specific behaviors for different user roles or scenarios

Also refer to https://www.youtube.com/watch?v=1vGhqvw0MqE 

Maik

[Ankur Bawiskar]

@AndrewsKuma 

what type of activity are you using here? User form?

If it's User Form activity and if that user has write access to the record, that user can still go back to that activity and update I believe so.

Please check the approach shared by @Maik Skoddow 

Also check below link about how to possibly restart that activity

How do you get "restart" on a custom Playbook action to restart the flow attached to the activity? 

If my response helped please mark it correct and close the thread so that it benefits future readers.

[AndrewsKuma]

Yes @Ankur Bawiskar , that is a user form but that isn't editable after the activity completion. And also tried the way suggested by @Maik Skoddow though it didn't met my expectation, could you help me with other possible ways.

[Ankur Bawiskar]

@AndrewsKuma 

is admin able to edit the form once he/she goes back?